Shareworks, by Morgan Stanley

Outdated and Old-looking Layout: Several users have expressed their dissatisfaction with the software's interface design, stating that it appears outdated and lacks a modern look and feel.

Difficult to Navigate for Non-Financial Users: Some reviewers have mentioned that navigating the software can pose challenges, particularly for individuals without a financial background. They find it challenging to understand certain terms and concepts used in the software.

Inconvenient Activation Process: Users have pointed out that the activation process for new users is manual and requires them to input personal information such as their ID, Zip Code, or SSN. This manual process can be inconvenient and time-consuming for users who would prefer a more streamlined activation method.

Users have provided the following recommendations for the software:

1. The software is highly recommended for its ease of use, making it straightforward and user-friendly when performing capitalization computing. However, users have mentioned that there are excessive clicks and hidden items, which can make navigation difficult.

2. The software is considered a solid product for private companies as it meets all their needs. It delivers on what it is built to do and provides a high-quality and simple-to-use Cap Table cloud-based system.

3. Some users suggest using Excel in conjunction with the software to enhance the overall value, particularly for tasks related to 409A and stock comp expense calculations. Additionally, while the reports generated by the software are praised for their quality, users mentioned challenges in reaching customer support when needed.